Pacific Energy Concepts (PEC) · 9 hours ago
Sales Operations and Enablement Specialist
Pacific Energy Concepts (PEC) is an innovative energy optimization company focused on delivering customized energy-efficiency solutions. The Sales Operations and Enablement Specialist will partner with the sales leadership team to design, refine, and execute sales operations processes, primarily using HubSpot, while also supporting enablement programs to enhance sales productivity and data integrity.
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Responsibilities
Design and build simple, reliable workflows in HubSpot (e.g., lead routing, notifications, lifecycle updates, task creation)
Regularly audit workflows for issues (errors, misfires, outdated logic) and recommend improvements
Ensure automation supports—not fights—our defined processes
Build and refine lead lists and segments for outbound, campaigns, and nurture (e.g., by industry, role, lifecycle stage, account status)
Partner with Marketing and BDR leadership to ensure lists align with ICP and campaign strategy
Create and maintain reports and dashboards for sales, leadership and accounting teams
Analyze trends, identify gaps, and surface insights and recommendations rather than just raw numbers
Conduct recurring data audits for contacts, companies, deals, and custom objects
Create rules and checks for duplicates, missing required fields, incorrect stages, and stale deals
Recommend and implement field changes, validation rules, and views to improve data quality
Act as our internal HubSpot power user for sales: page layouts, views, properties, and pipeline optimization
Evaluate how reps are using HubSpot and suggest UX and process improvements
Work with stakeholders on change management when altering fields, pipelines, or workflows
Own the process and quality control of bulk deal imports and updates
Build templates, validation checks, and a defined procedure to ensure clean and accurate imports
Translate sales process and stage criteria into clear documentation, checklists, and playbooks
Partner with Sales Leadership to define stage exit criteria, then ensure it's reflected in HubSpot and training materials
Help maintain new hire onboarding for sales (systems training, process walkthroughs, reporting basics)
Collaborate with Marketing on content organization and accessibility (one-pagers, case studies, decks)
Support the design of email templates ensuring they align with our process and ICP
Track adoption and usage of key tools (HubSpot views, reports, playbooks) and make recommendations to increase adoption
Qualification
Required
Strong hands-on experience with HubSpot or a comparable CRM, including workflows, reporting, and data structure management
Demonstrated ability to design, improve, and implement operational processes rather than solely following existing ones
Comfort working with data and analytics, including dashboards, Excel or Google Sheets, data exports/imports, and basic modeling
Ability to translate ambiguous or incomplete information into clear requirements, action plans, and documentation
Strong written and verbal communication skills with the ability to collaborate effectively across functions
Working knowledge of sales team structures and workflows, including BDRs/SDRs, Account Executives, and Sales Engineers
3-5 years of experience in Sales Operations, Revenue Operations, Sales Enablement, or a related role supporting B2B sales organizations
Equivalent combination of education and relevant experience will be considered
A valid, insurable driver's license is required
All applicants must be currently authorized to work in the United States on a permanent basis
Benefits
Gain Share Bonus (up-to 10%)
4% 401k Matching with no vesting schedule
Health, Vision, Dental Insurance covered 90%
Open PTO
Onsite gym, catered team lunches, team trips, the list goes on..
Company
Pacific Energy Concepts (PEC)
Pacific Energy Concepts (PEC) is North America’s most innovative energy optimization company.
Funding
Current Stage
Growth StageRecent News
2024-10-26
Company data provided by crunchbase